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Eversource Energy

544 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $1.09M

150% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 34

9% more funds holding

Funds holding: 500544 (+44)

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$197M)

0.55% more ownership

Funds ownership: 69.9%70.45% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 187

Holders
544
Holders Change
+44
Holders Change %
+8.8%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
168
Reduced
187
Closed
34
Calls
$33.9M
Puts
$1.09M
Net Calls
+$32.8M
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$1.76M -$61.1K -1,200 -3%
WAM
227
World Asset Management
Michigan
$1.75M +$48.9K +962 +3%
LS
228
Livforsakringsbolaget Skandia
Sweden
$1.72M
CAM
229
Capstone Asset Management
Texas
$1.72M +$450K +8,839 +36%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$1.68M +$461K +9,066 +38%
GWM
231
Gupta Wealth Management
California
$1.62M -$284K -5,581 -15%
DAS
232
Dynamic Advisor Solutions
Arizona
$1.61M +$407 +8 +0%
SAM
233
Securian Asset Management
Minnesota
$1.55M +$33.1K +651 +2%
FIMG
234
Financial & Investment Management Group
Michigan
$1.52M
Asset Management One
235
Asset Management One
Japan
$1.45M -$134K -2,630 -9%
IA
236
Icon Advisers
Colorado
$1.45M +$605K +11,900 +72%
MFS
237
MSI Financial Services
Massachusetts
$1.44M +$1.05M +20,628 +276%
CCFCSB
238
Cape Cod Five Cents Savings Bank
Massachusetts
$1.43M -$18.3K -360 -1%
MNA
239
Manning & Napier Advisors
New York
$1.43M
JMPWA
240
JP Morgan Private Wealth Advisors
California
$1.43M +$249K +4,887 +21%
KBC Group
241
KBC Group
Belgium
$1.4M -$4.69M -92,152 -77%
M&T Bank
242
M&T Bank
New York
$1.39M -$20K -393 -1%
SHA
243
Smith Hayes Advisers
Nebraska
$1.38M -$52.9K -1,039 -4%
EDRAMF
244
Edmond de Rothschild Asset Management (France)
France
$1.38M
EDRH
245
Edmond de Rothschild Holding
Switzerland
$1.38M
EIA
246
Edgemoor Investment Advisors
Maryland
$1.35M -$10.2K -200 -0.8%
FPB
247
First PREMIER Bank
South Dakota
$1.32M +$1.32M +25,864 New
BNP Paribas Asset Management
248
BNP Paribas Asset Management
France
$1.32M -$178K -3,493 -12%
Handelsbanken Fonder
249
Handelsbanken Fonder
Sweden
$1.3M +$1.3M +25,465 New
Truist Financial
250
Truist Financial
North Carolina
$1.3M +$538K +10,584 +71%

ES Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.3B — up 1.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 168 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 544 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 500 in Q3 2015.
  • Funds reported $11.3B of Eversource Energy stock for Q4 2015, up 1.8% quarter-over-quarter.
  • 85 funds opened new Eversource Energy positions in Q4 2015 and 34 closed out, a net change of +51 holders.
  • The largest Eversource Energy buyer in Q4 2015 was Royal Bank of Canada, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2015 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.